We were approached to co-create and implement a bespoke onboarding platform to replace a legacy system and enhance their manual processes. The existing systems and approach presented a number of critical challenges, including:
- An unscalable architecture
- No real-time information on progress
- Poor business metrics
- No cross departmental workflow
- No regulatory compliance controls
- No rules and poor key controls
As a result, the onboarding team spent a great deal of time responding to update requests and manually managing the process to tackle priority cases.
Our team co-designed a standard, scalable process, built out the technology requirements, and worked directly with the technology team to create a platform to drive change in the business and vastly improve onboarding.
We completed the initial systems build in 6 months before entering an agile cycle of continuous improvement which enhanced and refined the tool, enabling roll out to multiple global locations and regulatory jurisdictions.